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How Zapier works
Zapier makes it easy to integrate InvestNext with 5 Stars Reputation - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from InvestNext.
Add your action
An action happens after the trigger—such as "Import a Review" in 5 Stars Reputation.
You’re connected!
Zapier seamlessly connects InvestNext and 5 Stars Reputation, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Dynamic Fields
Try ItTriggerPolling- New Opportunity
Triggers when a new opportunity is created
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
ActionWrite- NameRequired
- Email
- Phone
ActionWrite
- Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Try ItTriggerInstant - Updated Opportunity Stage
Triggers when an opportunity stage is updated
Try ItTriggerInstant - Stars CountRequired
- Review TextRequired
- IdentifierRequired
- Create Time
- Update Time
- Reviewer Name
- Reviewer Profile URL
- Reply Text
- Reply Time
- Review Name
- Data Source NameRequired
ActionWrite
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